NFC
AXP icon

Northeast Financial Consultants’s American Express AXP Stock Holding History

Northeast Financial Consultants’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$513K Sell
1,609
-37
-2% -$10.4K 0.02% 201
2025
Q1 		$443K Hold
1,646
– – 0.02% 206
2024
Q4 		$489K Buy
1,646
+800
+95% +$230K 0.02% 195
2024
Q3 		$229K Buy
+846
New +$211K 0.01% 266
2019
Q4 		– Sell
-2,713
Closed -$321K – 308
2019
Q3 		$321K Hold
2,713
– – 0.03% 233
2019
Q2 		$335K Hold
2,713
– – 0.03% 226
2019
Q1 		$297K Buy
+2,713
New +$285K 0.03% 231

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northeast Financial Consultants's AXP Position: Q2 2025 in Review

Northeast Financial Consultants reduced its American Express (AXP) stake by 2.2% in Q2 2025, selling an estimated $10.4K and leaving 1,609 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #201.

Northeast Financial Consultants first reported a position in AXP in Q1 2019 and has held it in 7 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Northeast Financial Consultants held 1,609 shares of American Express worth $513K as of Q2 2025.
  • Northeast Financial Consultants sold 37 American Express shares in Q2 2025, an estimated $10.4K.
  • American Express made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #201 holding.
  • Northeast Financial Consultants first reported a position in American Express in Q1 2019 and has held it in 7 quarters since.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.